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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,455 | $148,582-43.2% | $135,942-37.9% | $139,456-39.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 21.31% | 79.26%-57.9pp | 68.28%-47.0pp | 373.45%-352.1pp |
| Employer contribution / active EE | $2,646 | $5,245-49.5% | $4,858-45.5% | $4,753-44.3% |
| Participant deferral / active EE | $9,576 | $8,101+18.2% | $7,759+23.4% | $6,711+42.7% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |